Investment Fund Managers

What the job really is

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

At a glance

• Sector: Management
• O*NET-SOC code: 11-3031
• O*NET job zone: 5 — extensive preparation
• Work sample tasks on file: 12
• Tools and technologies listed: 12

What you actually do

Work sample tasks recorded for this occupation:

• Manage investment funds to maximize return on client investments.
• Select specific investments or investment mixes for purchase by an investment fund.
• Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
• Select or direct the execution of trades.
• Develop or implement fund investment policies or strategies.
• Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
• Present investment information, such as product risks, fees, or fund performance statistics.
• Develop, implement, or monitor security valuation policies.
• Meet with investors to determine investment goals or to discuss investment strategies.
• Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
• Prepare for and respond to regulatory inquiries.
• Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

Tools and technology

Microsoft Access, Microsoft Excel, Microsoft Office software, Microsoft Outlook, Microsoft Power BI, Microsoft PowerPoint, Microsoft Project, Microsoft Visio, Microsoft Word, SAP software, SAS, Structured query language SQL

What employers expect you to already be comfortable with.

Where this job leads

Related occupations — the usual moves up and sideways:

• Financial and Investment Analysts
• Financial Risk Specialists
• Personal Financial Advisors
• Securities, Commodities, and Financial Services Sales Agents
• Financial Quantitative Analysts
• Financial Managers
• Credit Analysts
• Financial Examiners

Getting in

O*NET assigns this occupation job zone 5 (extensive preparation). The related occupations above are the realistic routes in and out.

Find openings

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Check this against the source

O*NET OnLine: Investment Fund Managers — the authoritative public-domain profile this page is derived from, including the full task list, reported skills and the wage estimates for your region.

Derived and rewritten from the public-domain O*NET database (U.S. Department of Labor / Employment and Training Administration). Figures are observations, not promises — always confirm salary, licensing and visa requirements with the employer and the relevant authority.